User Group Maintenance

User groups should be defined for each level of security desired, they may be defined by department, organization structure, etc. A clerk can belong to one or more user groups based on position or responsibilities. When a user group is assigned to the clerk access is being granted for all areas of the system that have been restricted to that group and no password will be required for those areas. If a clerk is not a member of a group that has been granted access to an area and an attempt is made to access it a password prompt will appear requesting override access from a super user or someone with the proper access group rights.

The application is delivered with the super user group defined. This group should only be assigned to the System Administrator and other top level managers that are allowed access all areas of the application. A sample list of user groups have been provided below. Yours may differ based your specific needs. For the most part thought it is suggested that your organization structure be followed when defining user groups. Also note that multiple user groups can be assigned to restricted items for access.

Sample User Groups


Super	This group has access to all areas of the application.
Administration	This group would consist of Controllers, Management Team, Owners
Accounting	This group would consist of AP, and AR clerks, Bookkeepers,
Sales Mgrs.	Sales department Mgrs. F&I Mgrs.
Sales Team	Sales persons, Title clerks,
Service Mgrs.	Service department Mgrs., Service writers.
Service Team	Service Techs
Parts Mgrs.	Parts department Mgrs.
Parts Team	Store staff, Parts counter, Warehouse, Shipping and Receiving staff

There are four tabs for the User Group Maintenance menu item, they are;

User Groups = This tab is for managing the groups.
Users = This tab is for managing the clerk's assigned groups.
Processes = This tab is for managing security for processes.
Forms = This tab is for managing security access to menus, and forms.

Each tab and its functions are explained below. To access security processes you must be a super user or have the appropriate access.

Starting from Home, System administration, Security, User Group Maintenance setup security in the order that the tabs are listed below. It is assumed that clerks have been properly defined already.

User Groups Tab

This tab allows you to add and remove user groups. Be aware that when a groups is removed, it is also removed from any user that it was previously assigned to.

Add a Group

Click the add group button on the bottom right of the tab. Add as many groups as you wish, if you need to add groups later you can do so.
Click OK on the add form and then save the changes before moving to the next tab.

Remove a Group

Click the remove group button to remove any groups that are not needed. These can be removed at a later date as well. Note you should not remove a group that has clerks assigned o it as their permissions will be affected and they may not be able to access DockMaster.

Users Tab

This tab contains all of the current clerks, it allows you to assign each clerk to a group. Clerks can be added to one or more groups and updated at will.

To add or maintain the users that are assigned to a group click the expander beside the group and then in the Is Member column add or remove the check for the user's row. If checked the user is a member of the group, if unchecked the user is not a member of the group.

Processes Tab

This tab contains application processes that run in certain areas but do not show as a tab or button, etc. in the processing area. Such as maintaining security and overriding rigging limits in service for inventory units. Access is assigned groups, not the individual user.

By default user groups automatically have access to processes. To maintain a group's access to each process, simply add or remove the check for that group's row.

Forms Tab

This tab controls the group level access to all areas in the application for forms.

To maintain the group's permissions for each area you can add or remove the check for the area row for the group.
To change permissions to child items for the area click the record selector to the left of the area and then maintain the permission by adding or removing the check.

Note: Once security has been maintained for Users, Groups, and Forms you can maintain permissions for Tab, Buttons, and Fields by opening the form you wish to add additional security settings to and pressing ctrl+F9. Super User level access is required to set form level controls.